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Financial Advisory Partners, LLC

SEC CIK
0001994252
Latest filing
Jul 20, 2026

MS holding history

Morgan Stanley in every 13F filed by Financial Advisory Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
32,640
Value
$6.82M
% of portfolio
1.8%
Quarters held
10
Since Q1 2024
Holdings of MS by Financial Advisory Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,640$6.82M1.8%−774−2.3%ReducedHolders
Q1 202633,414$5.50M1.6%−649−1.9%ReducedHolders
Q4 202534,063$6.05M1.7%−401−1.2%ReducedHolders
Q3 202534,464$5.48M1.6%−401−1.2%ReducedHolders
Q2 202534,865$4.91M1.5%−1,414−3.9%ReducedHolders
Q1 202536,279$4.23M1.4%−685−1.9%ReducedHolders
Q4 202436,964$4.65M1.5%−213−0.6%ReducedHolders
Q3 202437,177$3.88M1.3%−1,169−3.0%ReducedHolders
Q2 202438,346$3.73M1.4%−875−2.2%ReducedHolders
Q1 202439,221$3.69M1.4%+39,221NewHolders